Controls
Completing the Create, Save As or Specialization form

Records can be created in various ways. You can add a new record to your application or copy an existing one. You can specialize existing rules by creating a copy in a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. You may copy data instances but they do not support specialization as they are not versioned.

Based on your use case, the Create, Save As or Specialization form is used to create the record. The number of fields and available options vary by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:

• Completing the Create form
• Completing the Save As form
• Completing the Specialization form

This help topic identifies the key parts and options that are applicable to the record type you are creating.

Create a control by selecting Control from the User Interface category.

Key parts:

A control has a single key part:

Rule resolution

When searching for control rules, the system:

• Filters candidate rules based on a requestor's RuleSet list of RuleSets and versions
• Finds circumstance-qualified rules that override base rules
• Finds time-qualified rules that override base rules

The class hierarchy is not relevant to rule resolution for control rules.

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